Total TRID Training-Four Part Series Webinar

The Truth in Lending/Real Estate Settlement Procedures Integrated Disclosures (TRID) requirements are overwhelming for almost everyone, but especially so for someone with little or no experience with the requirements. The TRID rules were originally published in 2013 and were effective in October 2015. Final TRID 2.0 rules were published in July 2017, and were effective on October 1, 2018. The next version of the TRID rules are in development right now.

This four-part program provides the information needed to master the TRID rules. It focuses on origination of closed-end loans secured by real property. It does not cover open-end credit or credit that is unsecured or secured by collateral other than real property or a cooperative unit.

Participants receive a detailed manual that serves as a handbook long after the program is completed.

Included Webinars

  • Total TRID Training – Part 1
  • Total TRID Training – Part 2
  • Total TRID Training – Part 3
  • Total TRID Training – Part 4

Series Details

Total TRID Training – Part 1
September 12, 2023, 2:30 pm EDT

What You’ll Learn

  • General Rules
    • Covered Transactions
    • Exempt Transactions
    • Predisclosure Activity
    • Early Disclosures
      • Loan Estimate
      • Shopping Disclosure
      • Toolkit
    • Tolerance
    • Good Faith
    • Revised Disclosures
      • LE
      • CD
    • Waiver of Waiting Period

Total TRID Training – Part 2
September 13, 2023, 2:30 pm EDT

What You’ll Learn

  • Loan Estimate – Line-by-Line
    • General Information
    • Loan Terms
    • Projected Payments
    • Costs at Closing
    • Loan Costs
    • Other Costs
    • Calculating Cash to Close
    • Comparisons
    • Other Considerations
    • Air Table
    • AP Table
    • Confirm Receipt

Total TRID Training – Part 3
September 19, 2023, 11:00 am EDT

What You’ll Learn

  • Closing Disclosure – Line-by-Line
    • General Information
    • Loan Terms
    • Projected Payments
    • Costs at Closing
    • Loan Costs
    • Other Costs
    • Calculating Cash to Close
    • Summaries of Transactions
    • Loan Disclosures
    • Loan Calculations
    • Other Disclosures
    • Contact Information
    • Air Table
    • AP Table
    • Confirm Receipt

Total TRID Training – Part 4
September 20, 2023, 11:00 am EDT

What You’ll Learn

  • TRID for Construction Loans
    • Scope
    • Timing
    • Appendix D
    • General Information
    • Loan Terms
    • Projected Payments
    • Loan and Other Costs
    • Calculating Cash to Close
    • Summaries of Transactions
    • Loan Disclosures
    • Air Table
    • AP Table
    • Loan Calculations
    • Other Disclosures
    • Contact Information
    • Confirm Receipt

What You’ll Learn

The TRID rules are divided into four parts of this program. While it appears that certain content is repeated in more than one part, the content of certain disclosures varies between the LE and the CD, and there are definitely different rules for construction loans.

Who Should Attend

The program is designed for loan officers, compliance officers, loan support staff, marketing staff, auditors, and any others with responsibilities related to the TRID rules.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Kimberly Boatwright
Kimberly Boatwright

Kimberly Boatwright is EVP and Director of Risk and Compliance at Compliance Resource, LLC, and has more than two decades of experience working in the financial services industry. Ms. Boatwright is a ... read more.

Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Total TRID Training- Four Part Series 0.25 Any Any Any Webinar On-Demand Kimberly Boatwright $1,049.00 Register Now
Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides as well.  Access to the Digital Download is for the life of your library.

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